Attachment 2: Requirements Traceability Matrix 2022

Attachment 2
BENEFEDS Solicitation Number OPM XXXX
Requirements Traceability Matrix
System and Management Requirements / Rules

This document contains the following:
- System Requirements
- System Business Rules Requirements

Note: This document is meant to provide potential offerors with a high-level overview of the potential BENEFEDS system and management requirements / rules. It is not intended to be an exhaustive list of requirements / rules, but rather should be used as a tool by potential offerors to determine how to approach their proposed solution / response to the BENEFEDS RFP.

Date: August 17, 2020

BENEFEDS RFP

10/7/2026

A

B

C

D

E

G

H

I

Exception

Comments

Completed by the Offeror

F

System Req (R) /
Business Rule /
Req (BR)

BR

The Contractor's key staff must conduct regular transition meetings with OPM and other key stakeholders. The first transition meeting with OPM and the current Contractor must be held within 14 calendar days from contract award.

BR

The Contractor must provide a solution and implementation plan that facilitates a seamless transition to its services

BR

The Contractor must provide weekly detailed reports on its progress to OPM

BR

The Contractor must submit a development and transition plan that is thorough, detailed and provides specific dates for each step of the process. The project plan and schedule must identify resources, interdependencies, assumptions, what the Contractor expects of OPM and what it expects/needs from the current Contractor to accomplish all tasks identified. The plans must also reflect contract requirements as outlined in the RFP such as security and Section 508 requirements

BR

The Contractor must agree to provide onsite client and project management support at OPM, if requested throughout the transition period and afterwards until such time that OPM and the Contractor mutually agree that onsite support is no longer needed

BR

Contractor must obtain Authority to Operate (ATO) from the OPM’s Chief Information Officer (CIO) prior to January 1, 2023

BR

The Contractor must contact and work with carriers, payroll providers (including Retirement Services) and OPM to develop and test interfaces

2-E

Enrollments

BR

The Contractor must have processes to obtain and validate FEHB enrollment for each enrollee and share that information with carriers on the enrollment file

FEDVIP

Minimum

BR

The Contractor must transmit FEHB enrollment information to carriers as soon as possible after the Federal Benefits Open Season, but no later than 7 business days.